About
Tamara Metwally is a Portfolio Manager at Index Fund Advisors, Inc. (IFA), based in Irvine, California. In her current role, she is responsible for constructing and managing diversified investment portfolios, with a focus on evidence-based strategies using index funds and ETFs across global equities, fixed income, and other asset classes. Her primary focus is on delivering long-term, risk-adjusted returns for individual and institutional clients through low-cost, passive investment vehicles.
Tamara’s career at IFA has progressed through several positions, including Portfolio Analyst and Portfolio Associate, prior to her current management role. Throughout her tenure, she has developed expertise in portfolio analysis, trading, and implementation of IFA’s index-based investment philosophy, working closely with clients to match asset allocation strategies to their risk profiles and financial objectives. Her background ensures a strong foundation in both client service and technical investment operations within the wealth management sector, emphasizing index-based passive strategies.
She holds a Bachelor of Arts in Business Economics with minors in Management and Political Science from the University of California, Irvine, where she developed a strong grounding in financial markets and analytical skills. Tamara’s academic achievements also include participation in the International Baccalaureate Diploma Program at JESS in Dubai, reflecting her commitment to a global perspective in economics and investment decision-making. She is recognized for her diligence and contributions to IFA’s mission of providing transparent, evidence-driven investment solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Index Fund Advisors, Inc. | Portfolio Manager | May 2023 to Present | — |
| Index Fund Advisors, Inc. | Portfolio Associate | Jul 2021 to May 2023 | — |
| Index Fund Advisors, Inc. | Portfolio Analyst | Sep 2019 to Jul 2021 | — |
| Index Fund Advisors, Inc. | Intern | Jul 2019 to Sep 2019 | — |
| Morgan Stanley | Wealth Management Intern | Feb 2018 to Jun 2018 | — |
| UCI Women in Leadership | Vice President of Internal Affairs | Sep 2017 to Jun 2018 | — |
| UCI Women in Leadership | Director of Administrative Affairs | Apr 2017 to Nov 2017 | — |
| UCI Women in Leadership | Director of Marketing | Apr 2016 to Apr 2017 | — |
| EFG Hermes | Private Equity Intern | Aug 2017 to Sep 2017 | — |
Education
UC Irvine
B.A. Business Economics, Minor’s in Management and Political Science
2015 — 2019
JESS, Dubai
High School, International Baccalaureate Diploma Program
2011 — 2015
Others at Index Fund Advisors, Inc. (3)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Irvine, CA , United States | |
| Portfolio Analyst | Orange, CA , United States | |
| Portfolio Analyst | Irvine, CA , United States |
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